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Investment Strategies and Planning

Investment Strategies and Planning This course provides practitioners with a nuts and bolts look at the financial markets, and estate and retirement planning. Areas addressed include estate planning as a component of financial planning, tax considerations in financial planning, government regulation of the financial markets, common investment vehicles, retirement planning vehicles, and more.

Course Info:

  • Course #: 4000D
  • Delivery: Self-Study
  • CPE Hours: 24
  • Course Level: Basic
  • Prerequisites: None
  • Advanced Preparation: None
  • NASBA Area of Study: Finance
  • Total Pages: 462
  • Questions: 120

Course Objectives

Table of Contents

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